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WRK

WestRock Company

Delisted

WRK was delisted on the 5th of July, 2024.

626 hedge funds and large institutions have $11.7B invested in WestRock Company in 2018 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 238 increasing their positions, 215 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $50.9M | Put options by funds: $32.8M

13% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 63

11% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 215

0% more funds holding

Funds holding: 625626 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less capital invested

Capital invested by funds: $12.6B → $11.7B (-$915M)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
14.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
71
Increased
238
Reduced
215
Closed
63
Calls
$50.9M
Puts
$32.8M
Net Calls
+$18.1M
Net Calls Change
-$7.69M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
101
Lapides Asset Management
Connecticut
$12.4M -$168K -3,000 -1%
FIM
102
Foresters Investment Management
New York
$11.9M +$112K +2,000 +0.9%
SEI Investments
103
SEI Investments
Pennsylvania
$11.9M +$601K +10,723 +5%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$11.8M +$2.73M +48,702 +28%
Two Sigma Investments
105
Two Sigma Investments
New York
$11.4M +$12M +213,823 New
EVM
106
Eaton Vance Management
Massachusetts
$11.4M -$3.47K -62 -0%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$11.2M -$355K -6,340 -3%
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$11.2M +$11.7M +208,793 New
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$11.1M -$18.9M -337,364 -62%
SB
110
Suntrust Banks
Georgia
$11M +$9.14M +163,169 +374%
AAMU
111
Amundi Asset Management US
Massachusetts
$10.8M +$4.32M +77,033 +61%
First Trust Advisors
112
First Trust Advisors
Illinois
$10.7M -$6.08M -108,494 -35%
Handelsbanken Fonder
113
Handelsbanken Fonder
Sweden
$10.7M
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$10.6M +$1.92M +34,228 +21%
HCM
115
Howard Capital Management
Georgia
$9.96M
Russell Investments Group
116
Russell Investments Group
United Kingdom
$9.87M +$511K +9,116 +5%
SCM
117
Stevens Capital Management
Pennsylvania
$9.62M +$6.36M +113,469 +170%
KL
118
KGH Ltd
Bahamas
$9.22M +$8.24M +147,122 +579%
OCM
119
Olstein Capital Management
New York
$9.13M +$1.19M +21,319 +14%
PP
120
Prudential plc
United Kingdom
$9.08M +$63.1K +1,126 +0.7%
N
121
Natixis
France
$9.03M +$1.99M +35,574 +27%
CA
122
CapWealth Advisors
Tennessee
$9.02M +$105K +1,881 +1%
DCM
123
Dupont Capital Management
Delaware
$9.01M +$558K +9,954 +6%
GI
124
Gradient Investments
Minnesota
$8.92M +$9.35M +166,863 New
AL
125
Arnhold LLC
New York
$8.88M +$2.33M +41,546 +33%

WRK Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WestRock Company (WRK) for Q3 2018, worth a combined $11.7B — down 7.3% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new WRK positions and 63 closed out — a net gain of 8 holders — while 238 added to existing stakes and 215 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $582M.

  • 626 institutional investors held WestRock Company (WRK) as of Q3 2018, up from 625 in Q2 2018.
  • Funds reported $11.7B of WestRock Company stock for Q3 2018, down 7.3% quarter-over-quarter.
  • 71 funds opened new WestRock Company positions in Q3 2018 and 63 closed out, a net change of +8 holders.
  • The largest WestRock Company buyer in Q3 2018 was Deutsche Bank, an estimated $137M added.
  • The largest WestRock Company seller in Q3 2018 was Fidelity Investments, an estimated $582M sold.

Based on aggregated 13F filings for Q3 2018.